AIM
EVR icon

Ausbil Investment Management’s Evercore EVR Stock Holding History

Ausbil Investment Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-824
Closed -$222K – 74
2025
Q2 		$222K Hold
824
– – 0.13% 62
2025
Q1 		$165K Sell
824
-3,447
-81% -$859K 0.1% 60
2024
Q4 		$1.19M Sell
4,271
-1,358
-24% -$385K 0.71% 35
2024
Q3 		$1.43M Buy
5,629
+1,573
+39% +$374K 0.49% 39
2024
Q2 		$845K Sell
4,056
-10,434
-72% -$2.03M 0.39% 44
2024
Q1 		$2.74M Buy
14,490
+3,601
+33% +$652K 1.37% 29
2023
Q4 		$1.86M Buy
10,889
+4,408
+68% +$638K 1.01% 25
2023
Q3 		$870K Sell
6,481
-1,722
-21% -$234K 0.54% 40
2023
Q2 		$1.01M Sell
8,203
-3,615
-31% -$416K 0.63% 32
2023
Q1 		$1.36M Buy
+11,818
New +$1.47M 0.95% 22

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ausbil Investment Management's EVR Position: Q3 2025 in Review

Ausbil Investment Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 824 shares — an estimated $222K sold.

Ausbil Investment Management first reported a position in EVR in Q1 2023 and held it in 10 quarters. The position peaked at $2.74M in Q1 2024. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Ausbil Investment Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Ausbil Investment Management sold 824 Evercore shares in Q3 2025, an estimated $222K.
  • Ausbil Investment Management first reported a position in Evercore in Q1 2023 and held it in 10 quarters.
  • Ausbil Investment Management's Evercore position peaked at $2.74M in Q1 2024.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Ausbil Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.